Is there anything needed in FYI now we have transitioned to Silver ranking in Xero Practice Manager?
We have transitioned to Silver ranking in Xero Practice Manager. Is there anything we need to do in FYI?
No, nothing will change or get affected in FYI with your transition to Xero Practice Manager Silver ranking.
You might want to update your email signatures to include the Xero Practice Manager Silver logo.
/hc/en-us/categories/360001063892-Getting-Started
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Getting Started
Start a free trial, navigate FYI, learn the essentials.
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/hc/en-us/categories/360002374291
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Learning Resources
Access our library of video tutorials, training webinars and masterclasses.
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/hc/en-us/categories/360003063191
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Onboarding
Configure FYI, migrate your documents and onboard your team.
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/hc/en-us/categories/360000958432
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Platform Admin
Setup and configure users, practice settings, manage your FYI plan and more.
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https://fyi.app/automation-library/
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Automation Library
Ready-to-go automations for a range of processes used in practices.
new collaborate, automation, merge fields, primary client, in tray
